EWM
IBMF

Empirical Wealth Management’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Empirical Wealth Management’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-8,640
Closed -$239K – 109
2014
Q2 		$239K Sell
8,640
-398
-4% -$11K 0.06% 90
2014
Q1 		$249K Buy
9,038
+14
+0.2% +$387 0.07% 85
2013
Q4 		$248K Buy
+9,024
New +$249K 0.07% 84

Other funds holding IBMF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Empirical Wealth Management's IBMF Position: Q3 2014 in Review

Empirical Wealth Management sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2014, closing a stake of 8,640 shares — an estimated $239K sold.

Empirical Wealth Management first reported a position in IBMF in Q4 2013 and held it in 3 quarters. The position peaked at $249K in Q1 2014. 42 funds tracked by Wall St. Rank hold IBMF as of Q3 2014.

  • Empirical Wealth Management reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Empirical Wealth Management sold 8,640 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2014, an estimated $239K.
  • Empirical Wealth Management first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2013 and held it in 3 quarters.
  • Empirical Wealth Management's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $249K in Q1 2014.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2014.

Based on Empirical Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.